Oakbrook

LPL Financial Welcomes Landmark Capital

Retrieved on: 
Thursday, May 4, 2023

CHARLOTTE, N.C., May 04, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Thomas Reynolds, CFP® and Kathleen Gfrorer, CFP® of Landmark Capital, Inc. have joined LPL Financial’s broker-dealer, RIA and custodial platforms.

Key Points: 
  • CHARLOTTE, N.C., May 04, 2023 (GLOBE NEWSWIRE) -- LPL Financial LLC announced today that financial advisors Thomas Reynolds, CFP® and Kathleen Gfrorer, CFP® of Landmark Capital, Inc. have joined LPL Financial’s broker-dealer, RIA and custodial platforms.
  • As a full-service wealth management firm that caters to many high-net-worth clients, the Landmark team also includes support members Steven Mallo and Lauren Friscia.
  • We’re confident LPL is going to be able to take us into the future.”
    Scott Posner, LPL Executive Vice President, Business Development, added, “We welcome Tom and Kathy to the LPL community and are honored to support them in the evolution of their practice.
  • We look forward to delivering personalized services and innovative resources to Landmark Capital for years to come.”

Oakbrook Launches "Jumpstart" Offering for Structured Procedure Design

Retrieved on: 
Friday, March 24, 2023

WINSTON-SALEM, N.C., March 24, 2023 /PRNewswire-PRWeb/ -- Oakbrook Solutions, a leading consulting and services firm for the Wealth Management industry, announced that they have launched a new consulting service offering entitled "Jumpstart". This service assists clients desiring to gain control and creation of a framework in support of their internal procedures.

Key Points: 
  • WINSTON-SALEM, N.C., March 24, 2023 /PRNewswire-PRWeb/ -- Oakbrook Solutions, a leading consulting and services firm for the Wealth Management industry, announced that they have launched a new consulting service offering entitled "Jumpstart".
  • "This offering is resonating in the wealth management channel," said Oakbrook CRO Tim Buhler.
  • Margie Christensen, Leader of the Practice at Oakbrook says "Quality documentation supports so many needs – audits, training and change risk management.
  • Jumpstart is a collaborative 4–6-week program that empowers our clients to implement a structured program procedure governance program on their own.

Oakbrook Solutions Provides Guidance and Implementation for $2 billion Wealth Manager launching Direct Indexing Program

Retrieved on: 
Monday, May 23, 2022

WINSTON-SALEM, N.C., May 23, 2022 /PRNewswire-PRWeb/ -- Oakbrook Solutions, Inc. is pleased to announce that it provided consulting services to Everence®, a $6.3 billion diversified financial services firm, to enhance its existing, successful investment platform by delivering custom ESG and tax-optimized portfolios to its clients.

Key Points: 
  • In retaining Oakbrook Solutions, it sought a cost-efficient, scalable, and tax-efficient means of deploying the Everence investment process for clients using individual securities as well as funds.
  • Oakbrook recommended a direct indexing strategy as the underlying technology structure for these enhancements.
  • Oakbrook has subsequently been engaged to provide subject matter expertise through the implementation process which is currently underway.
  • They bring decades of direct industry leadership to bear on the issues their clients face in moving their company forward.

Oakbrook: Trasha Schwendener to Join Oakbrook Solutions

Retrieved on: 
Monday, April 11, 2022

WINSTON-SALEM, N.C., April 11, 2022 /PRNewswire-PRWeb/ -- Oakbrook, a leading consulting and services firm for the Wealth Management industry, announced that Trasha Schwendener has joined the firm as Sales and Relationship Manager for the Strategic Practice at the firm.    

Key Points: 
  • WINSTON-SALEM, N.C., April 11, 2022 /PRNewswire-PRWeb/ -- Oakbrook, a leading consulting and services firm for the Wealth Management industry, announced that Trasha Schwendener has joined the firm as Sales and Relationship Manager for the Strategic Practice at the firm.
  • "Trasha brings experience managing clients needs in the wealth space," said Oakbrook CEO Craig Cook.
  • We continue to be encouraged by the market reaction to our end to end consulting solutions for wealth management clients."
  • Joining Oakbrook is the perfect next step in continuing to build relationships with those who want to be and do better.

Oakbrook Solutions: Michael Perez to Lead Family Office Practice

Retrieved on: 
Friday, March 25, 2022

WINSTON-SALEM, N.C., March 25, 2022 /PRNewswire-PRWeb/ -- Oakbrook, a leading consulting and services firm for the Wealth Management industry, announced that Michael Perez has been appointed to lead the Family Office Practice at the firm.

Key Points: 
  • WINSTON-SALEM, N.C., March 25, 2022 /PRNewswire-PRWeb/ -- Oakbrook, a leading consulting and services firm for the Wealth Management industry, announced that Michael Perez has been appointed to lead the Family Office Practice at the firm.
  • "Mike has proven himself as a valuable asset to our family office clients," said Oakbrook CEO Craig Cook.
  • "He brings the skill sets around products, technology, and project management that our family office clients' value from his years in the industry."
  • About Oakbrook: Oakbrook is a leading technology consulting and services firm for the Wealth Management industry serving banks and trust companies, RIAs, single and multi-family offices, private banks, retirement plan providers, custodians, and other industry service providers.

C.D. Peacock announces one of the largest U.S. watch and jewelry stores opening in late fall at Chicago's Oakbrook Center

Retrieved on: 
Thursday, February 3, 2022

Peacock announced the months-long succession plan for Steven and his wife, Qi, to assume leadership effective this month.

Key Points: 
  • Peacock announced the months-long succession plan for Steven and his wife, Qi, to assume leadership effective this month.
  • Peacock fanning its vibrant feathers in new places, with unique concepts and strong luxury brand partnerships to serve future generations.
  • "Qi and I are honored to be overseeing one of the most exciting times in our company's history," he said.
  • Peacock one of the largest jewelry and watch experiences in the U.S.
    "We are Chicago.

Providence Bank & Trust and Leaders Bank Announce Merger Agreement

Retrieved on: 
Friday, November 12, 2021

Providence Bank & Trust, along with The Leaders Bank , today announced that they have entered into a definitive merger agreement.

Key Points: 
  • Providence Bank & Trust, along with The Leaders Bank , today announced that they have entered into a definitive merger agreement.
  • Pending regulatory approval, Leaders Bank, with approximately $359 million in assets, will merge into Providence Bank & Trust, a stewardship-based bank with 15 locations throughout the Chicagoland area and Northwest Indiana.
  • Over the past 21 years, Leaders Bank has remained committed to providing access to local leadership, dedicated team members and unsurpassed customer service, a pledge also shared by Providence Bank & Trust.
  • Were pleased to have come to an agreement with Providence Bank & Trust, as joining forces will provide a stronger banking network and enhanced services for our customers, said William Gleason, President of Leaders Bank.

RH Announces the Opening of RH Oak Brook, The Gallery at Oakbrook Center

Retrieved on: 
Friday, September 24, 2021

RH (NYSE: RH) announced today the opening of RH Oak Brook, The Gallery at Oakbrook Center.

Key Points: 
  • RH (NYSE: RH) announced today the opening of RH Oak Brook, The Gallery at Oakbrook Center.
  • RH Oak Brook also features an interactive Interior Design Firm & Atelier, providing an unprecedented level of professional design services.
  • Theres generally no fresh air or natural light, said RH Chairman & Chief Executive Officer Gary Friedman.
  • RH Oak Brook, The Gallery at Oakbrook Center is located at 1300 22nd Street.

Daily Herald Business Ledger Announces Sara Boucek of Kriha Boucek Among Its 2021 C-Suite Honorees

Retrieved on: 
Tuesday, July 27, 2021

OAKBROOK TERRACE, Ill., July 27, 2021 /PRNewswire-PRWeb/ --Sara Boucek, a partner at Kriha Boucek Law Firm based in Oakbrook Terrace, was one of 20 suburban business leaders who received the Daily Herald Business Ledger's C-Suite 2021 Awards.

Key Points: 
  • OAKBROOK TERRACE, Ill., July 27, 2021 /PRNewswire-PRWeb/ --Sara Boucek, a partner at Kriha Boucek Law Firm based in Oakbrook Terrace, was one of 20 suburban business leaders who received the Daily Herald Business Ledger's C-Suite 2021 Awards.
  • Kriha Boucek is a K-12 boutique education law firm, representing boards of education, public school districts, special education cooperatives, charter schools, and private schools in Illinois and across the Midwest.
  • They are a collaborative team that is personally invested in the success of the firm and their clients.
  • As partner and K-12 attorney, she plays an integral role at Kriha Boucek working to better school districts throughout Illinois.

Infutor Inks Deal to Provide Housing and Demographic Data to PropTech Startup ICONYCS, Housing Analytics

Retrieved on: 
Tuesday, May 18, 2021

b'OAKBROOK TERRACE, Ill., May 18, 2021 /PRNewswire-PRWeb/ -- Consumer identity management expert Infutor today announced a partnership with housing and demographic analytics PropTech startup ICONYCS.

Key Points: 
  • b'OAKBROOK TERRACE, Ill., May 18, 2021 /PRNewswire-PRWeb/ -- Consumer identity management expert Infutor today announced a partnership with housing and demographic analytics PropTech startup ICONYCS.
  • "We are proud to be a data partner to ICONYCS as they work to help their clients better understand and gain access to complex socio-economic housing shifts.
  • Infutor combines these records into a single identity graph that identifies individuals and links first-party data to those profiles.
  • Infutor is headquartered in Oakbrook Terrace, Ill. For more information, visit http://www.infutor.com .\nJennifer Qotb, Young & Associates for Infutor, 513-281-2772, [email protected]\n'